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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,695 | $160,070+106.6% | $147,117+124.8% | $145,897+126.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.71% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,619 | $5,285-69.4% | $4,932-67.2% | $4,663-65.3% |
| Participant deferral / active EE | $4,333 | $8,419-48.5% | $8,065-46.3% | $6,689-35.2% |
| Admin fee / account holder | $1,496 | $15,035-90.1% | $12,993-88.5% | $13,390-88.8% |